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| Plan Name | JAMES R TURNER & COMPANY 401K PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JAMES R TURNER & COMPANY, P.C. |
| Employer identification number (EIN): | 541560216 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2024-01-01 | JAMES TURNER | |||
| 002 | 2023-01-01 | JAMES TURNER | 2024-10-14 | JAMES TURNER | 2024-10-14 |
| 002 | 2022-01-01 | JAMES TURNER | 2023-10-03 | JAMES TURNER | 2023-10-03 |
| 002 | 2021-01-01 | JAMES TURNER | 2022-10-03 | JAMES TURNER | 2022-10-03 |
| 002 | 2020-01-01 | JAMES TURNER | 2021-10-03 | JAMES TURNER | 2021-10-03 |
| 002 | 2019-01-01 | JAMES TURNER | 2020-10-12 | JAMES TURNER | 2020-10-12 |
| 002 | 2018-01-01 | JAMES TURNER | 2019-10-06 | JAMES TURNER | 2019-10-06 |
| 002 | 2017-01-01 | JAMES TURNER | 2018-10-13 | JAMES TURNER | 2018-10-13 |
| 002 | 2016-01-01 | JAMES TURNER | 2017-10-15 | JAMES TURNER | 2017-10-15 |
| 002 | 2015-01-01 | JAMES TURNER | 2016-10-15 | JAMES TURNER | 2016-10-15 |
| 002 | 2014-01-01 | JAMES TURNER | 2015-10-09 | JAMES TURNER | 2015-10-09 |
| 002 | 2013-01-01 | JAMES TURNER | 2014-10-06 | JAMES TURNER | 2014-10-06 |
| 002 | 2012-01-01 | JAMES TURNER | 2013-10-11 | JAMES TURNER | 2013-10-11 |
| 002 | 2011-01-01 | JAMES TURNER | 2012-10-11 | ||
| 002 | 2010-01-01 | JAMES TURNER | 2011-10-08 | JAMES TURNER | 2011-10-08 |
| Measure | Date | Value |
|---|---|---|
| 2024 : JAMES R TURNER & COMPANY 401K PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-14 | 38722 |
| Net assets as of the end of the plan year | 2024-10-14 | 1424551 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 1154096 |
| Participant contributions to plan in this plan year | 2024-10-14 | 49000 |
| Other expenses paid from plan in this plan year | 2024-10-14 | 12522 |
| Other income to plan in this plan year | 2024-10-14 | 254340 |
| Plan net income in this plan year | 2024-10-14 | 270455 |
| Net assets as of the end of the plan year | 2024-10-14 | 1424551 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 1154096 |
| Employer contributions to plan in this plan year | 2024-10-14 | 5837 |
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